U.S. Bancorp shares owned by Kellett Schaffner Wealth Advisors
Quarter-by-quarter ownership of U.S. Bancorp (USB) shares owned by Kellett Schaffner Wealth Advisors
from 13F filings
Historical chart of Kellett Schaffner Wealth Advisors investment in U.S. Bancorp
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All positions including U.S. Bancorp held by Kellett Schaffner Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in U.S. Bancorp by Kellett Schaffner Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $385k | 8.4k | 45.73 |
2024-06-30 | $328k | 8.3k | 39.70 |
2024-03-31 | $633k | 14k | 44.70 |
2023-12-31 | $607k | 14k | 43.28 |
2023-09-30 | $463k | 14k | 33.06 |
2023-06-30 | $419k | 13k | 33.04 |
2023-03-31 | $312k | 8.7k | 36.05 |
2022-12-31 | $246k | 5.6k | 43.61 |
2022-09-30 | $240k | 5.6k | 42.54 |
2022-06-30 | $283k | 6.2k | 45.93 |
2022-03-31 | $327k | 6.1k | 53.19 |
2021-12-31 | $317k | 5.6k | 56.25 |
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